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iShares Russell 2000 Index shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $118k 698 169.05
2022-03-31 $143k 698 204.87
2021-12-31 $155k 698 222.06
2021-09-30 $153k 698 219.20
2021-06-30 $160k 698 229.23
2020-03-31 $80k 698 114.61
2019-12-31 $126k 763 165.14
2019-03-31 $2.0k 14 142.86
2018-12-31 $2.0k 14 142.86